Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares Ultra QQQ QLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QLD Stock Details QLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.9K Sell
949
-69
-7% -$4.71K ﹤0.01% 3703
2025
Q4 		$72K Sell
1,018
-248,220
-100% -$17.6M ﹤0.01% 3331
2025
Q3 		$17.1M Buy
+249,238
New +$15.7M 0.05% 315
2024
Q3 		– Sell
-3,260
Closed -$163K – 5088
2024
Q2 		$163K Buy
+3,260
New +$145K ﹤0.01% 1695
2024
Q1 		– Sell
-294
Closed -$11K – 4674
2023
Q4 		$11K Sell
294
-242
-45% -$7.98K ﹤0.01% 3143
2023
Q3 		$16K Buy
536
+200
+60% +$6.42K ﹤0.01% 2844
2023
Q2 		$11K Buy
336
+200
+147% +$5.41K ﹤0.01% 3031
2023
Q1 		$3K Hold
136
– – ﹤0.01% 3554
2022
Q4 		$2K Hold
136
– – ﹤0.01% 3616
2022
Q3 		$2K Hold
136
– – ﹤0.01% 3522
2022
Q2 		$3K Buy
+136
New +$3.55K ﹤0.01% 3228

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return